J.P. Morgan Private Wealth Advisors’s ResMed RMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $481K | Buy |
+3,256
| New | +$481K | ﹤0.01% | 1263 |
|
|
2023
Q2 | – | Sell |
-24,167
| Closed | -$5.29M | – | 1834 |
|
|
2023
Q1 | $5.29M | Sell |
24,167
-9,159
| -27% | -$2.01M | 0.01% | 571 |
|
|
2022
Q4 | $6.94M | Sell |
33,326
-1,145
| -3% | -$238K | 0.02% | 504 |
|
|
2022
Q3 | $7.53M | Sell |
34,471
-9,098
| -21% | -$1.99M | 0.02% | 452 |
|
|
2022
Q2 | $9.13M | Sell |
43,569
-894
| -2% | -$187K | 0.02% | 424 |
|
|
2022
Q1 | $10.8M | Sell |
44,463
-958
| -2% | -$232K | 0.02% | 424 |
|
|
2021
Q4 | $11.8M | Buy |
45,421
+241
| +0.5% | +$62.8K | 0.03% | 406 |
|
|
2021
Q3 | $11.9M | Buy |
45,180
+853
| +2% | +$225K | 0.03% | 394 |
|
|
2021
Q2 | $10.9M | Sell |
44,327
-1,060
| -2% | -$261K | 0.03% | 402 |
|
|
2021
Q1 | $8.81M | Buy |
45,387
+212
| +0.5% | +$41.1K | 0.03% | 392 |
|
|
2020
Q4 | $9.6M | Buy |
45,175
+987
| +2% | +$210K | 0.03% | 365 |
|
|
2020
Q3 | $7.58M | Sell |
44,188
-198
| -0.4% | -$33.9K | 0.03% | 371 |
|
|
2020
Q2 | $8.52M | Sell |
44,386
-991
| -2% | -$190K | 0.04% | 308 |
|
|
2020
Q1 | $6.68M | Buy |
45,377
+8,789
| +24% | +$1.29M | 0.04% | 314 |
|
|
2019
Q4 | $5.67M | Buy |
36,588
+4,666
| +15% | +$723K | 0.03% | 398 |
|
|
2019
Q3 | $4.31M | Buy |
31,922
+2,769
| +9% | +$374K | 0.02% | 433 |
|
|
2019
Q2 | $3.56M | Sell |
29,153
-16,772
| -37% | -$2.05M | 0.02% | 465 |
|
|
2019
Q1 | $4.78M | Buy |
45,925
+13,255
| +41% | +$1.38M | 0.02% | 408 |
|
|
2018
Q4 | $3.72M | Buy |
32,670
+9,770
| +43% | +$1.11M | 0.02% | 423 |
|
|
2018
Q3 | $2.64M | Sell |
22,900
-18
| -0.1% | -$2.08K | 0.01% | 569 |
|
|
2018
Q2 | $2.37M | Buy |
22,918
+335
| +1% | +$34.7K | 0.01% | 566 |
|
|
2018
Q1 | $2.22M | Sell |
22,583
-476
| -2% | -$46.9K | 0.02% | 461 |
|
|
2017
Q4 | $1.95M | Buy |
23,059
+192
| +0.8% | +$16.3K | 0.01% | 483 |
|
|
2017
Q3 | $1.76M | Sell |
22,867
-13
| -0.1% | -$1K | 0.01% | 495 |
|
|
2017
Q2 | $1.78M | Hold |
22,880
| – | – | 0.01% | 484 |
|
|
2017
Q1 | $1.65M | Sell |
22,880
-286
| -1% | -$20.6K | 0.01% | 509 |
|
|
2016
Q4 | $1.44M | Sell |
23,166
-367
| -2% | -$22.8K | 0.01% | 506 |
|
|
2016
Q3 | $1.53M | Sell |
23,533
-157
| -0.7% | -$10.2K | 0.01% | 500 |
|
|
2016
Q2 | $1.5M | Sell |
23,690
-18,844
| -44% | -$1.19M | 0.01% | 501 |
|
|
2016
Q1 | $2.46M | Buy |
42,534
+15,876
| +60% | +$918K | 0.02% | 364 |
|
|
2015
Q4 | $1.43M | Sell |
26,658
-50,200
| -65% | -$2.7M | 0.01% | 444 |
|
|
2015
Q3 | $3.92M | Buy |
76,858
+3,959
| +5% | +$202K | 0.05% | 246 |
|
|
2015
Q2 | $4.11M | Buy |
72,899
+8,978
| +14% | +$506K | 0.05% | 263 |
|
|
2015
Q1 | $4.59M | Buy |
63,921
+2,890
| +5% | +$207K | 0.05% | 252 |
|
|
2014
Q4 | $3.42M | Buy |
61,031
+1,030
| +2% | +$57.8K | 0.04% | 293 |
|
|
2014
Q3 | $2.96M | Buy |
60,001
+18,471
| +44% | +$910K | 0.04% | 313 |
|
|
2014
Q2 | $2.1M | Sell |
41,530
-364
| -0.9% | -$18.4K | 0.04% | 286 |
|
|
2014
Q1 | $1.87M | Buy |
41,894
+26,150
| +166% | +$1.17M | 0.03% | 295 |
|
|
2013
Q4 | $741K | Buy |
+15,744
| New | +$741K | 0.01% | 395 |
|